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Southern Company
SO

Overview Fund Activity

1,829 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
710
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$843M
2
Morgan Stanley
Morgan Stanley
New York
+$796M
3
Capital International Investors
Capital International Investors
California
+$400M
4
Marshall Wace
Marshall Wace
United Kingdom
+$110M
5
Barclays
Barclays
United Kingdom
+$94.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$564M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$82.3M
5
ZP
Zimmer Partners
New York
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
926
Excalibur Management
Massachusetts
$697K -$5.96K -85 -0.8%
GLLW
927
Graves Light Lenhart Wealth
Virginia
$696K – – –
ACM
928
Allred Capital Management
Texas
$696K -$64.7K -923 -9%
PNC
929
Park National Corp
Ohio
$694K -$21K -300 -3%
LW
930
Linscomb Wealth
Texas
$694K +$30.8K +439 +5%
AA
931
Ancora Advisors
Ohio
$694K +$5.26K +75 +0.8%
TWM
932
Trueblood Wealth Management
Ohio
$693K +$693K +9,887 New
SGI
933
Summit Global Investments
Utah
$693K -$186K -2,652 -21%
MMG
934
Monetary Management Group
Missouri
$693K – – –
EWM
935
EPG Wealth Management
Georgia
$692K +$270 +4 +0%
BIG
936
Brooklyn Investment Group
New York
$692K +$692K +9,867 New
PVI
937
Pine Valley Investments
New Jersey
$689K +$351 +5 +0.1%
GC
938
Gratus Capital
Georgia
$687K +$235K +3,355 +52%
ARC
939
Advisor Resource Council
Texas
$686K +$686K +9,780 New
BFA
940
Beaumont Financial Advisors
Massachusetts
$685K -$631 -9 -0.1%
TFS
941
Thoroughbred Financial Services
Tennessee
$683K -$14.9K -212 -2%
P
942
&Partners
Tennessee
$682K +$16.3K +232 +2%
MMM
943
Mendel Money Management
Illinois
$679K +$4.91K +70 +0.7%
VIM
944
Vinva Investment Management
Australia
$679K +$177K +2,520 +35%
JSL
945
JT Stratford LLC
Georgia
$679K -$27.1K -387 -4%
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$679K +$271K +3,864 +66%
FFP
947
FourThought Financial Partners
Florida
$677K -$77.6K -1,106 -10%
FCP
948
Fidelis Capital Partners
Florida
$674K +$8.56K +122 +1%
FNC
949
First National Corp
Massachusetts
$674K -$16.8K -240 -2%
AWA
950
Acorn Wealth Advisors
Michigan
$673K +$5.33K +76 +0.8%
36 37
38
39 40